Purchases and Sales Made in Q4 2023 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-154- 33.85% |
$20.6K - $24.4K
|
301
$56.1K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-160- 4.16% |
$21.4K - $25.3K
|
3.69K
$687K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-162- 0.96% |
$21.7K - $25.7K
|
16.7K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-163- 1.03% |
$21.8K - $25.8K
|
15.7K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-167- 1.33% |
$22.3K - $26.5K
|
12.4K
$2.31M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-168- 1.66% |
$22.5K - $26.6K
|
9.98K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-170- 3.54% |
$22.7K - $26.9K
|
4.63K
$863K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-176- 0.12% |
$23.5K - $27.9K
|
142K
$26.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-178- 1.21% |
$23.8K - $28.2K
|
14.5K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-200- 0.1% |
$26.7K - $31.7K
|
195K
$36.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 18.0% |
$26.7K - $31.7K
|
911
$170K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-201- 2.4% |
$26.9K - $31.8K
|
8.19K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-202- 6.98% |
$27K - $32K
|
2.69K
$502K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-203- 2.82% |
$27.1K - $32.2K
|
7K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-206- 4.74% |
$27.5K - $32.6K
|
4.14K
$771K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-221- 0.77% |
$29.5K - $35K
|
28.5K
$5.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-223- 12.56% |
$29.8K - $35.3K
|
1.55K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-225- 14.02% |
$30.1K - $35.6K
|
1.38K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-226- 9.93% |
$30.2K - $35.8K
|
2.05K
$382K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-246- 5.84% |
$32.9K - $39K
|
3.97K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-257- 2.3% |
$34.4K - $40.7K
|
10.9K
$2.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-260- 3.89% |
$34.8K - $41.2K
|
6.42K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-262- 0.98% |
$35K - $41.5K
|
26.4K
$4.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-267- 0.27% |
$35.7K - $42.3K
|
98K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-269- 2.53% |
$36K - $42.6K
|
10.4K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-277- 8.12% |
$37K - $43.9K
|
3.14K
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-278- 29.64% |
$37.2K - $44K
|
660
$123K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-278- 0.19% |
$37.2K - $44K
|
143K
$26.6M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-289- 0.56% |
$38.6K - $45.8K
|
51.6K
$9.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-290- 11.63% |
$38.8K - $45.9K
|
2.2K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-295- 7.39% |
$39.4K - $46.7K
|
3.7K
$689K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-296- 2.24% |
$39.6K - $46.9K
|
12.9K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-303- 52.15% |
$40.5K - $48K
|
278
$51.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 3.04% |
$40.9K - $48.5K
|
9.76K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-310- 1.84% |
$41.4K - $49.1K
|
16.6K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-321- 27.2% |
$42.9K - $50.8K
|
859
$160K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-326- 6.73% |
$43.6K - $51.6K
|
4.52K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 88.41% |
$43.8K - $52K
|
43
$8.01K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-335- 18.67% |
$44.8K - $53.1K
|
1.46K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-337- 7.68% |
$45K - $53.4K
|
4.05K
$755K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-337- 7.46% |
$45K - $53.4K
|
4.18K
$779K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-337- 6.59% |
$45K - $53.4K
|
4.78K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-337- 2.23% |
$45K - $53.4K
|
14.8K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-341- 4.54% |
$45.6K - $54K
|
7.17K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-343- 20.63% |
$45.8K - $54.3K
|
1.32K
$246K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-345- 5.07% |
$46.1K - $54.7K
|
6.46K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-345- 1.49% |
$46.1K - $54.7K
|
22.8K
$4.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-347- 18.31% |
$46.4K - $55K
|
1.55K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-352- 5.69% |
$47K - $55.8K
|
5.84K
$1.09M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-353- 29.34% |
$47.2K - $55.9K
|
850
$158K
|